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Cambria Investment Management’s iShares Global Financials ETF IXG Stock Holding History

Cambria Investment Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-78,116
Closed -$9.44M – 689
2025
Q4 		$9.44M Buy
78,116
+10,116
+15% +$1.18M 0.55% 22
2025
Q3 		$7.93M Sell
68,000
-3,390
-5% -$385K 0.48% 102
2025
Q2 		$7.91M Sell
71,390
-15,336
-18% -$1.61M 0.53% 95
2025
Q1 		$8.93M Sell
86,726
-3,514
-4% -$357K 0.62% 81
2024
Q4 		$8.67M Sell
90,240
-7,072
-7% -$690K 0.53% 100
2024
Q3 		$9.2M Buy
+97,312
New +$8.75M 0.55% 109
2023
Q1 		– Sell
-189,650
Closed -$13.3M – 289
2022
Q4 		$13.3M Buy
+189,650
New +$13M 1.12% 13
2022
Q1 		– Sell
-67,758
Closed -$5.42M – 289
2021
Q4 		$5.42M Buy
+67,758
New +$5.49M 0.91% 20
2018
Q3 		– Sell
-101,924
Closed -$6.53M – 278
2018
Q2 		$6.53M Buy
101,924
+10,791
+12% +$737K 0.97% 20
2018
Q1 		$6.3M Buy
91,133
+13,189
+17% +$950K 0.92% 22
2017
Q4 		$5.45M Buy
77,944
+7,194
+10% +$491K 0.76% 68
2017
Q3 		$4.72M Buy
70,750
+3,597
+5% +$233K 0.73% 64
2017
Q2 		$4.24M Buy
+67,153
New +$4.13M 0.91% 37
2015
Q3 		– Sell
-33,422
Closed -$1.91M – 344
2015
Q2 		$1.91M Buy
+33,422
New +$1.97M 0.59% 96

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambria Investment Management's IXG Position: Q1 2026 in Review

Cambria Investment Management sold out of iShares Global Financials ETF (IXG) in Q1 2026, closing a stake of 78,116 shares — an estimated $9.44M sold.

Cambria Investment Management first reported a position in IXG in Q2 2015 and held it in 14 quarters. The position peaked at $13.3M in Q4 2022. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • Cambria Investment Management reported no remaining iShares Global Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Cambria Investment Management sold 78,116 iShares Global Financials ETF shares in Q1 2026, an estimated $9.44M.
  • Cambria Investment Management first reported a position in iShares Global Financials ETF in Q2 2015 and held it in 14 quarters.
  • Cambria Investment Management's iShares Global Financials ETF position peaked at $13.3M in Q4 2022.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.